Activity Log Enhancements
The Activity Log has been enhanced to improve visibility, usability, and accuracy of tracked actions across the platform.
New Filters
Users can now filter Activity Log entries to quickly locate specific records. Available filters include:
- Client Name
- Provider Name
- Activity Type
- Activity Date
Click here to learn more about Activity Log.
Custom Form Tracking
Creating a custom form via the Client Profile → Invite to Client Portal pop-up now generates an Activity Log entry.
Service Date Column
A new Service Date column has been added to the Activity Log (positioned between Client and Activity Description).
- The Service Date has been removed from the Activity Description column
- Improves clarity and consistency of logged data
Missing Signature Alert Logic
Missing signature alerts are now aligned with form configuration settings.
- The “Does this form require a Supervisor’s signature?” toggle determines if a supervisor signature is required
- When enabled, supervisors will receive a missing signature alert
- When disabled, no supervisor alert is generated
Click here to learn more about Missing Signature Alerts
Client Search Improvements
Client search functionality has been enhanced for more flexible matching.
- Users can search by first and last name without requiring a middle initial
- Clients with a middle initial are still included in results when omitted
- Searching with full name (including middle initial) continues to return accurate matches
Video iQ Scheduling Enhancement
When scheduling a Video iQ appointment via Quick Action:
- The POS now auto-populates based on the selected service configuration (Practice Manager)
Email iQ – File Selection Fix
Improved behavior when attaching files in Email iQ.
- The “Select All” checkbox now selects only filtered documents
- Ensures accurate file selection when filters are applied
Click here to understand Email iQ feature
Availability Search Enhancements
The Availability Search feature in Calendar iQ now includes date range filtering.
- Users can search provider availability within a defined date range
- Improves scheduling flexibility and accuracy
Click here to understand more about the Availability Search feature
